David G. Curry, Jr. CFP<sup>&reg;</sup> - Financial Advisor

David G. Curry, Jr. CFP®

Financial Planner

Second Half Strategies

4777 Sharon Road, Suite 540
Charlotte, NC 28210
(704) 360-5073 CONNECT WITH David
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General

David Curry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Second Half Strategies in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Medical & Health Issues

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